Client Tax Support - Associate

Posted 2 Days Ago
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Kwun Tong
Hybrid
Mid level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
The Client Tax Support Associate provides tailored tax support for premier clients, focusing on tax strategy, risk management, and effective communication of tax issues. Responsibilities include serving as a contact for tax inquiries, collaborating closely with internal teams, monitoring tax developments, and assisting with operational tax processes and client tax account reviews.
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Job Description
Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area? This is an unique opportunity for you to work in the Global Tax Operations team, where we maximize client's investments by either facilitating effective tax relief at source on client investment income or retrospectively reclaiming taxes from global tax authorities.
As a Client Tax Support - Associate within the Client-Aligned Tax Specialist team , you will be responsible to provide an end to end, client tailored tax support model for our premier clients. You will focus on proactive client facing tax support, tax strategy and tax risk management whilst ensuring that J.P. Morgan has a voice at market industry forums. You will own support for multiple clients in the Asia Pacific region, working closely with the rest of the Global Tax Operations team and other stakeholders.
Job responsibilities:

  • Serve as a centralized point of contact for all complex and technical tax issues to support our client's tax servicing needs
  • Lead the Tax component of service reviews and other meetings with the client
  • Leverage tax expertise to ensure that the client's interests are represented and understood throughout the business
  • Have a deep understanding of the client's business, structure and tax strategy to ensure all entitled tax benefits are received in order to maximise tax efficiency
  • Ensure close collaboration with the Sub Custodian network and the internal Network Management Group
  • Monitor tax developments across all markets and communicate specific impact/consequences in a concise, factual manner and provide support to the client through the change process
  • Liaise with other J.P. Morgan operations team where necessary and provide assistance with new market entry, expansion, account/fund restructures, transitions, and legal entity conversions
  • Ensure that clients receive a premier service regarding outstanding/expiring tax documentation, relief at source, retrospective reclaims, capital gains tax, financial transaction tax, and tax regulatory reporting
  • Represent J.P. Morgan on relevant Industry Associations and voice client concerns and interests and communicate lobbing efforts conducted by J.P. Morgan with clients
  • Review operational tax processed to identify areas for enhancement, escalate tax risks and participate in resolution
  • Assist in client tax account reviews and ad-hoc projects across the wider Tax Operations team


Required qualifications, capabilities, and skills:

  • Bachelor's degree in Accounting, Business, Finance, or related disciplines
  • At least 3 years of work experience in financial sectors, accounting firms or other professional institutions
  • Able to discuss experience of client service and relationship management communicating complex issues with internal and external stakeholders.
  • Must be able to speak Mandarin in business circumstances
  • Demonstrate your in-depth operational tax experience within financial services, specifically global custody or investment banking
  • Effective internal and external communication skills and problem-solving experience
  • Possesses risk awareness and operational control experience within financial services
  • Prior experience in process improvement projects, where you clearly articulate ideas, concepts and procedural changes to clients
  • Self driven and able to work autonomously
  • Proven experience within an arena where accuracy is critical within strict deadlines


Preferred qualifications, capabilities, and skills:

  • Strong data management skills will be considered to be an advantage
  • Understanding of custodian business or have tax background will also be a plus


About Us
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
About the Team
J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

What the Team is Saying

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The Company
HQ: New York, NY
289,097 Employees
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Year Founded: 1799

What We Do

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands.

Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products.

Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.

©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

Why Work With Us

Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.

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